Create Teams

Group team members into Teams, and assign a whole Team to a Project

Time to read: 3 minutes 

 

Main Takeaways:

  • In Forecast, you have the option of creating teams
  • These teams could be set to accommodate departments, or they could be comprised of people from multiple departments

Creating Teams

Step 1: Access the Admin Panel, and select Teams

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Step 2: Click on the Add Team Member button on the top right-hand corner of the team member section.

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Once clicked a modal will be prompted.

 

 

Step 3: Determine the name of your team, and select from your team list (or use the search field) whom you would like to be part of this team. (You can choose as many people as you like).

 

Step 4: Click Create

 

Step 5: View/Edit Your Teams: To view your teams, click on the dropdown arrow icon on the far right-hand side of the Your Team section.

 

If you wish to change the name of the team click directly on the team name. Then proceed to click on the three-dot if you wish to delete the team altogether. (This will not remove individual team members form Forecast). 

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You can also add new people to this team Add People dropdown. 

Learn the steps on how to edit your individual team members here.